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NYSE:EXC News 2 December 2025 - 5 February 2026

Constellation Energy stock sinks nearly 7% as PJM price-cap push keeps traders cautious ahead of earnings

Constellation Energy stock sinks nearly 7% as PJM price-cap push keeps traders cautious ahead of earnings

Constellation Energy shares fell 6.7% to $250.46 Wednesday on heavy volume after Washington pressed PJM to cap power prices and speed up grid connections for data centers. The drop came despite Constellation’s recent $7 billion Calpine acquisition, which made it the largest U.S. electricity producer. Other wholesale power stocks also declined, while NextEra Energy rose 1.3%.
5 February 2026
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ComEd’s $15.3 billion grid plan could raise Chicago-area bills — what’s in the filing

ComEd’s $15.3 billion grid plan could raise Chicago-area bills — what’s in the filing

Commonwealth Edison submitted a $15.3 billion grid upgrade plan to Illinois regulators, covering 2028–2031. If approved, average residential bills could rise by $2.50 to $3.00 per month starting in 2028. The state review is expected to conclude by year’s end, with a separate rate filing planned for 2027. ComEd says demand is already stressing over 70 substations in its network.
23 January 2026
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Utilities stocks: XLU slips as Treasury yields climb — PJM price caps, rate cases in focus

Utilities stocks: XLU slips as Treasury yields climb — PJM price caps, rate cases in focus

U.S. utility stocks fell Friday, pulling the Utilities Select Sector SPDR Fund (XLU) down 0.5%, though the ETF still rose about 2% for the week. The 10-year Treasury yield climbed to 4.24%. The White House urged PJM Interconnection to hold an emergency power auction and cap prices amid surging data center demand. Avista filed for a four-year rate increase in Washington, seeking a 13.9% electric and 4.7% gas hike.
18 January 2026
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Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks are ending 2025 with a split personality. On one hand, the group is still a classic “defensive” trade—regulated cash flows, dividend support, and historically lower volatility than the broader market. On the other, utilities have quietly become one of the most important “real economy” beneficiaries of the AI boom, because every new data center and electrified industrial process ultimately needs one thing: reliable megawatts. With U.S. markets closed for the Christmas holiday on December 25, 2025, the utilities sector enters 2026 under intense scrutiny from investors, regulators, and consumers. Electricity bills are rising, grid operators are sounding
25 December 2025
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Pennsylvania Electric Bills Spike After December 1 Rate Hikes: How Much PECO, PPL and Other Utilities Now Charge

Pennsylvania Electric Bills Spike After December 1 Rate Hikes: How Much PECO, PPL and Other Utilities Now Charge

As Pennsylvanians switch on their furnaces for the first major cold snap of the season, millions are also waking up to higher electric bills. Effective December 1, 2025, the Pennsylvania Public Utility Commission (PUC) approved new “Price to Compare” (PTC) supply rates for every PUC‑regulated electric utility in the state, with most residential customers seeing 3%–11% increases in the supply portion of their bill. Pennsylvania Public Utility Commission+1 The hikes arrive on top of already elevated prices driven by record‑high capacity costs in the PJM Interconnection power market, a surge in demand from data centers and electrification, and the retirement
2 December 2025
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Stock Market Today

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

7 February 2026
Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
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